Office & Productivity Software forum

Question

Best Integrated package from mail to contacts to tasks etc

by GroomArts Academy / September 29, 2015 3:14 AM PDT

Hi,

I'm hoping that you guys can come up with some inspired thinking for any ideas to seamlessly integrate a number of office tasks.

So here's a rough overview of a business workflow -

1. Inbound customer comes in from social or web
2. Receive an email in your email client. (Mac mail)
3. Decide what type of contact they are (personal, business, lead etc)
4. Cut and paste details to Insightly.
5. Organise a task or event.
6. Schedule it.
7. Record dated contact notes. (email and telephone).

Software involved:-

Mac Mail
Insightly
Google Drive
iCal
Wunderlist

So, the problem that I am having right now is that our small business is starting to grow and I want to employ an integrated system between Email, Calendar, Contacts, Leads, Customers and Tasks.

On the face of it you would say that google apps with Insightly can perform these tasks. However, I have also been using insightly recently to see if everything integrates and provides a seamless workflow. It either can't or else I don't know how it works properly because it is far from seamless. I've followed all the online help, tutorials and support docs but something just not seem to be gelling.

Let me explain this another way. Years ago there was Outlook, and in ONE simple client you could integrate almost EVERYTHING.

Now, I'm not a Microsoft fan because I old enough to remember all the bad stuff that was produced, however the one thing they did far better than anyone else was MS Office.

I am in fact a bit of a Mac fan for the reason that I'm inherently a Unix guy who loves creative applications.

So moving into the 21st century with all the resources and money that google and everyone else has, please can you tell me if there is a beautiful seamless client that will allow my business to work fluently with Email - to - contacts - to leads, meetings, tasks to prospects/sales/customers with dated records - and put everything in the cloud.

Any ideas?

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All Answers

Collapse -
Answer
Re: CRM
by Kees_B Forum moderator / September 29, 2015 4:57 AM PDT

Well, it seems your growing company is going to need a CRM solution. Have a look at salesforce.com.

Kees

Collapse -
Answer
Nod. That's CRM for you.
by R. Proffitt Forum moderator / September 29, 2015 12:20 PM PDT

And someone builds a process up with Salesforce or other.

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